Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Our “Reality Check” Budget provides our clients with the cost framework to choose what to do.
Once they make that decision we get to work clarifying every detail of the real project so that you can provide a fixed cost for the scope of work items we’ll include in our contract.
Here is how it works…
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Aspirations and projected costs are in balance
What’s possible At what cost
NOW WE UNDERSTAND
with what it takes to accomplish
those goals
The features of the project are aligned… $
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Detailed Drawings and Product Schedules are created
The goal is to provide clear descriptions of the work to be done, the materials to be used, and how they’re assembled
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Our goal is to produce a fixed price construction contract based on a clear scope of work for everyone involved.
Here’s what we do to gain that clarity…
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
If you have provided preliminary budget information we will send you the scope of work with the costs you provided
CLIENT NAME VENDOR NAME
VENDOR NAME
Quote reference with date
Quote reference with date
Quote reference with date
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Totals for Project Categories and Phases
CLIENT NAME VENDOR NAME
VENDOR NAME
Quote reference with date
Quote reference with date
Quote reference with date
Confirm Each Cost or Update with comments
Notes are provided for clarity
VENDOR NAME
Reference to the quote date
INSTRUCTIONS
This allows you to review and update each scope item, its cost, and add any comments. We provide clear instructions about what to do.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT CLIENT NAME VENDOR NAME
VENDOR NAME
Quote reference with date
Quote reference with date
Quote reference with date
For confirmation every item is OK’d in the final version
Your comments may be added for clarity
VENDOR NAME FINAL AGREEMENT IS SIGNED BY BOTH PARTIES
When we are all “on the same page” we will send you the final agreement and ask you to OK each scope item one last time.
Dates on plans for reference
Total Contract Amount
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
If you were not asked for an estimate during the “reality check” budget phase. We will send you the budget proposal form.
We create this form to make responding clear and easy. TA
SK I
TEM
S
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Clear instructions about the purpose and use of the form are provided.
A reminder about the need to respond in a reasonable time
A review of what to do
The project, who will do the work, the active plans, and the date
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Then each item is listed with space for you to provide cost, time, and comments
Is this just an estimated cost or can it be used to go to Contract
Comments about this item that we need to pay attention to
What is the estimated cost for each item and how long might it take
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
If needed, we provide special notes about the task to call attention to specific requirements or conditions.
We add special technical notes, site conditions, or comments that you have provided about this task
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Those notes then appear in the in the final work authorization
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
We enter cost information provided by every sub and product vendor and use this to determine the final contract cost for the project.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Our contract references two essential project documents
The Project Plans by title and date
The Scope of Work that includes every item you have made a commitment to complete at an agreed cost
A project start date and target completion period
… and a timeframe
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
The client receives the written scope of work that includes every item in each phase and category in the exact same language that you were provided, but without the special technical notes.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
The system is designed to keep us all aligned
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
By managing information in this way we are striving to make the best use of everybody’s time.
We depend on you to understand our process so the work goes smoothly and we are clear about what we expect from each other.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
What happens next?
Once our client signs the construction contract we will be sending you your signed Independent Contractor Work Authorization (ICWA).
You will be notified of the schedule and asked to maintain a commitment to your place in the master plan.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
MAKE SENSE